Filed June 8, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,317 | $201,272-88.9% | $184,203-87.9% | $145,922-84.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 29.00%-18.7pp | 28.81%-18.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,065 | $7,022-70.6% | $6,427-67.9% | $4,660-55.7% |
| Participant deferral / active EE | $2,665 | $9,806-72.8% | $9,131-70.8% | $6,688-60.2% |
| Admin fee / account holder | $1,911 | $16,364-88.3% | $13,901-86.3% | $13,397-85.7% |